Texas Partners Bank · 1 day ago
Commercial Banking Relationship Manager- San Antonio, TX
San Antonio, TX
Full-time
Onsite
Mid, Senior Level
$100K/yr - $250K/yr
7+ years expTexas Partners Bank is seeking a Commercial Banking Relationship Manager to source, sell to, and manage relationships with commercial banking clients. The role involves growing revenue through prospecting for new business and maintaining existing client relationships while ensuring compliance with applicable laws and regulations.
Financial Services
Responsibilities
Execute integrated sales and relationship strategies that are in alignment with the bank’s business plan to achieve desired revenue and service standards by meeting assigned goals
Responsible for client satisfaction and relationship profitability, while providing customers with a single point of contact within the bank
Serve clients by identifying clients’ needs and cross-sell the full range of bank products and services to new and existing clients
Participate in joint calls/meetings with business partners within the bank to develop customer relationships and support specific product sales across business lines
Use sound judgment in qualifying potential customers and related business deal. Ensure customers meet credit and compliance criteria
Partner with Credit Analyst to ensure all necessary documents are delivered to allow for a complete credit assessment
Build and manage portfolio including monitoring credit quality and taking action as appropriate
Ensure that all client services and product processing activities are carried out in accordance with all regulatory, legal and governmental regulations. Work with corporate compliance, loan and deposit operations to ensure conformity with bank policies, procedures and Federal and State regulations and laws
Represent the bank in civic and community functions to further enhance its image and develop expanded business
Attend meetings and training as required to continue development and to enhance knowledge of products, processes and technologies
Adhere to all bank policies, procedures and regulatory requirements
Qualification
Required
Bachelor's degree in Finance, Business or related field required
At least 7 years banking experience, preferably in commercial banking
Preferred
Knowledge of credit process /formal credit training and commercial banking products and services is preferred
5+ years commercial banking with demonstrated superior sales performance and actively managed a cross-marketed portfolio is preferred
Company
Texas Partners Bank
A Central Texas banking franchise that is unique in its ability to serve three rapidly growing markets—San Antonio, Austin, and the Texas Hill Country—with personal service and independent decision-making for local businesses.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tom Moreno
Chief Operating Officer
Amanda McChesney
Executive Vice President & Chief Credit Officer
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